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Jim Cramer Says Trump's Return To White House Could Be 'Good For Your Portfolio:' 'Hate Him Or Like Him'

Jim Cramer Says Trump's Return To White House Could Be 'Good For Your Portfolio:' 'Hate Him Or Like Him'

吉姆·克萊默說,特朗普回到白宮可能對你的投資組合有好處:“無論你喜歡他還是討厭他”
Benzinga ·  06/29 01:43

Jim Cramer shared his insights on the potential impact of a second Donald Trump presidency on the stock market.

吉姆·克萊默(Jim Cramer)分享了他對第二任唐納德·特朗普總統對股市的潛在影響的看法。

What Happened: Cramer suggested that the market's overall sentiment could improve if Trump were to be re-elected, reported CNBC.

發生了什麼:克萊默提出,如果特朗普當選連任,市場的整體情緒可能會改善,由 CNBC 報道。

He explained that Trump's reliance on the stock market performance to judge his own could lead to measures resulting in a more bullish market.

他解釋說,特朗普依賴股市表現來判斷自己的表現,這可能會導致採取措施以產生更看好的市場。

"If you think that Trump's more likely to be president, the overall tone of the stock market will improve if only because the man can't bear to see it go down, as the major averages are the barometer he uses to measure his own job approval."

“如果你認爲特朗普更有可能當選總統,股市的整體態勢將會改善,因爲主要的平均水平是他用來衡量自己工作批准的標準。”

"Hate him or like him – he's good for your portfolio."

“無論你是恨他還是喜歡他-他都對你的投資組合有好處。”

He also predicted that Trump's administration would likely be more lenient towards mergers, which could benefit companies like Kroger Co. (NYSE:KR) and Tapestry Inc. (NYSE:TPR).

他還預測特朗普政府可能會對併購行爲更加寬鬆,這可能有利於如 Kroger Co. (NYSE:KR) 和 Tapestry Inc. (NYSE:TPR) 這樣的公司。

Additionally, Cramer suggested that Trump's favorable stance on gas and oil could be advantageous for companies like New Fortress Energy Inc. (NASDAQ:NFE) and Cheniere Energy Inc. (NYSE:LNG).

此外,克萊默建議特朗普對燃料幣和石油的有利立場可能對 New Fortress Energy Inc. (NASDAQ: NFE) 和 Cheniere Energy Inc. (NYSE:LNG) 這樣的公司有利。

However, Cramer warned that a Trump presidency could lead to stricter trade regulations, particularly with China, which might not bode well for companies like Nike Inc. (NYSE:NKE) and Starbucks Corp. (NASDAQ:SBUX).

然而,克萊默警告稱,特朗普總統可能會導致更嚴格的貿易法規,特別是對中國,這可能對耐克股份有限公司 (NYSE:NKE) 和星巴克公司 (NASDAQ:SBUX) 等公司不利。

He also noted Trump's long-standing interest in the stock market, stating, "He loved bantering about the stock market, appeared on this show many times because even though he was in real estate, he enjoyed stocks."

他還指出特朗普對股市有長期的興趣,稱“他熱衷於談股市,在許多時候出現在這個節目中,因爲即使他從事房地產,他也喜歡股票。

Why It Matters: The 2024 election cycle has been marked by significant developments, including a surge in Trump's election odds following the first debate. Trump's odds of winning in November rose to 64%, according to blockchain bettors.

爲什麼這很重要:2024年選舉週期經歷了重大發展,包括在首場辯論後特朗普的選舉勝算激增。根據 blockchain 投注者的說法,特朗普在11月的獲勝幾率上升至64%。

Trump has also made a notable shift in his stance on cryptocurrencies, pledging to revamp Biden's regulatory framework for digital assets. This change reflects his broader strategy to connect with the growing number of cryptocurrency supporters.

特朗普在加強與越來越多的加密貨幣支持者聯繫的更廣泛策略中,也發生了對加密貨幣立場的值得注意的變化,他承諾重新制定拜登的數字資產監管框架。

During the presidential debate, Trump also criticized Biden's handling of tariffs and trade policies, warning that China's economic actions could lead to the country gaining undue influence over the United States.

特朗普在總統辯論中還批評了拜登的關稅和貿易政策,並警告稱,中國的經濟行動可能會導致該國對美國獲得不當影響力。

These factors could have significant implications for the market if Trump were to be re-elected.

如果特朗普當選連任,這些因素可能對市場產生重大影響。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明:本內容部分使用人工智能工具生成,並經Benzinga編輯審核發佈。

Photos courtesy: Shutterstock

圖片提供:Shutterstock

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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